SMART EXCHANGE Software

1- Main Menu: Everything is here! You don’t need to get lost in listbox and non-sense labels to

manage your business.

Searching by Name, Phone Number or Customer ID:

Adding New Client : Everything is here add a new client , five tabs are designed for making registering

the clients as fast as possible.

First Enter client’s personal information and save it. Now you have all the tabs unlocked for entering

more details like Banks, ID cards and client’s receivers.

ID card Tab: you can add two ID cards to each client.

Client Receivers tab let you add or manage people that client wants to work with (for money transfer)

You can eighter add a new person or choose from the list of clients in the case that both sender and

receivers of money have already saved in your data base.

Add receiver from Client’s List:

Adding new person as a receiver to client:

Quick Exchange:

For transactions under 1000 CAD you can use quick exchange for buying and selling foreign cash.

By clicking the Icon beside Cost above you can check the cash you receive and pay to client to make sure

you are not losing money because of counting error:

Transaction Histroty:

Search by date, name refrecne Number and option to see Updated, deleted and must report

transactions as well as editing the transactions.

You can update or delete transactions in this page everything is under detection and automated to

reduce the user errors.

Adding or Updating Rates:

New Exchange:

New Remit:

Ability to add unlimited Attachments to transaction:

Account Manager:

Very nice account manager gives you a full control to your accounts and transaction details and

histories.

Transaction History:

Total Balance:

User Manager :

Currency Report:

Don’t make decision by chance! Every details you want is here.